Settian Capital Lp Top Holdings and 13F Report (2024) About Settian Capital LpInvestment ActivitySettian Capital Lp has $137.18 million in total holdings as of September 30, 2024.Settian Capital Lp owns shares of 29 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 4.23% of the portfolio was sold this quarter.This quarter, Settian Capital Lp has purchased 29 new stocks and bought additional shares in 3 stocks.Settian Capital Lp sold shares of 0 stocks and completely divested from 3 stocks this quarter.Largest Holdings Mastercard $20,690,220Apple $16,519,700Cadence Design Systems $12,548,689Microsoft $10,908,105Quanta Services $8,050,050 Largest New Holdings this Quarter Howmet Aerospace $1,002,500 HoldingMotorola Solutions $899,260 HoldingGeneral Electric $377,160 Holding Largest Purchases this Quarter Cintas 21,000 shares (about $4.32M)Howmet Aerospace 10,000 shares (about $1.00M)Motorola Solutions 2,000 shares (about $899.26K)Clean Harbors 2,000 shares (about $483.42K)General Electric 2,000 shares (about $377.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSettian Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMAMastercard$20,690,2200.0%41,90015.1%Business ServicesAAPLApple$16,519,7000.0%70,90012.0%Computer and TechnologyCDNSCadence Design Systems$12,548,6890.0%46,3009.1%Computer and TechnologyMSFTMicrosoft$10,908,1050.0%25,3508.0%Computer and TechnologyPWRQuanta Services$8,050,0500.0%27,0005.9%ConstructionVVisa$7,341,1650.0%26,7005.4%Business ServicesCTASCintas$5,764,640$4,323,480 ▲300.0%28,0004.2%Industrial ProductsKNSLKinsale Capital Group$4,655,7000.0%10,0003.4%FinanceSNPSSynopsys$4,557,5100.0%9,0003.3%Computer and TechnologyMCKMcKesson$4,449,7800.0%9,0003.2%MedicalFICOFair Isaac$3,887,0400.0%2,0002.8%Computer and TechnologySPGIS&P Global$3,834,3540.0%7,4222.8%Business ServicesINTUIntuit$3,726,0000.0%6,0002.7%Computer and TechnologyADBEAdobe$3,624,4600.0%7,0002.6%Computer and TechnologyNVONovo Nordisk A/S$3,572,1000.0%30,0002.6%MedicalTYLTyler Technologies$2,991,5650.0%5,1252.2%Computer and TechnologyCLHClean Harbors$2,658,810$483,420 ▲22.2%11,0001.9%Business ServicesVRSKVerisk Analytics$2,451,8340.0%9,1501.8%Business ServicesPOOLPool$2,176,0200.0%5,7751.6%Consumer DiscretionaryAMATApplied Materials$2,020,5000.0%10,0001.5%Computer and TechnologyWSTWest Pharmaceutical Services$1,830,9760.0%6,1001.3%MedicalHSYHershey$1,610,9520.0%8,4001.2%Consumer StaplesONOnsemi$1,452,2000.0%20,0001.1%Computer and TechnologyAPAAPA$1,404,0040.0%57,4001.0%Oils/EnergyLSCCLattice Semiconductor$1,326,7500.0%25,0001.0%Computer and TechnologyHWMHowmet Aerospace$1,002,500$1,002,500 ▲New Holding10,0000.7%AerospaceMSIMotorola Solutions$899,260$899,260 ▲New Holding2,0000.7%Computer and TechnologyAJGArthur J. Gallagher & Co.$844,110$281,370 ▲50.0%3,0000.6%FinanceGEGeneral Electric$377,160$377,160 ▲New Holding2,0000.3%TransportationICEIntercontinental Exchange$0$2,327,130 ▼-100.0%00.0%FinanceNEMNewmont$0$1,754,353 ▼-100.0%00.0%Basic MaterialsFMSFresenius Medical Care$0$1,718,100 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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